Customer Service Sales

Jorden T Davis

Durham, NC 919-***-****

Background

Highly motivated and result oriented professional with over thirteen years of work experience and

extensive knowledge. Seeking an opportunity to obtain a challenging position where I can utilize my

professional skills in managing key responsibilities and achieving great goals for myself and your

organization.

Competencies

Excellent written and verbal communication skills.

Keen analytical skills, excellent interpersonal and organizational skills

Detailed orientated and capable of adapting to a constantly changing and challenging

environment.

Have tactfully and effectively worked under pressured situation with all levels of associates.

Always commended on unquestionable dedication to achievement on the job

Manage employees effectively with performance plans, coaching, training, and follow up

resulting in less than one percent attrition in five years.

Established several team-building programs that improved the client support team’s

effectiveness.

Professional Experience

State Farm Insurance

Licensed Regional Sales Representative 5/12 - Present

Analyze auto, home, life and other insurance coverage plans for clients using consultative

techniques.

Develop and maintain business relationships with policyholders plus community representatives.

Counsel prospective policyholders on the beneficial matters of insurance coverage/protection.

Facilitate meetings and lead product presentations to potential organizations interested in State Farm

Insurance.

Review service policies already in place and arrange for renewal payments before expiration dates.

Initiate and support incentive programs developed to grow production and increase sales.

Coordinate with office manager to establish quality service techniques to meet quarterly objectives.

Fidelity (National Financial Services)

Tax Specialist 3/10 –

9/10

Led tax investigations for over 300 clients per week to prevent payroll issues and year-end

tax penalties.

Interrupted wages, taxes, quarterly returns and health benefits for customers to make proper

finance changes.

Calculated the financial requirements of over 250 regular and bonus checks per week before

distribution.

First Priority Pay

Branch Manager 1/9 – 12/09

Directed the daily activities of a payroll processing, customer service and sales force teams.

Reviewed resolutions with clients and reported on the level of support the team

Served as a subject matter expert for payroll, tax, implementation, processing and training.

Reviewed and reconciled bank statements, profit/loss reports, service surveys and employee

evaluations.

Successfully utilized self-developed analysis tools and programs to properly measure customer

support levels.

Compiled regional data to produce forecast reports and set territory itineraries for the sales force

team.

Fulfilled the requirements of the human resource officer for all employee benefits.

Ceridian Small Business

National Implementation Consultant 6/98 – 4/05

Installed over $800,000 dollars in revenue for Sale Orders within twelve months.

Ranked in the Top 5 in 2003 and 2004 for Revenue and Business converted.

Primary contact for new client acquisition partnering with new customers while guiding them

through the payroll and Tax Filing completion process.

Provided extraordinary customer service and directly responsible for timely processing,

efficiency and accuracy of all clients first payroll processing.

Assumed ownership and accountability to ensure on-time installations, customer satisfaction

and retention.

Subject matter expert in designated products including: 401k, Payroll, Cafeteria Plans, Tax

Liabilities, Bank Reconciliations, Client Billing and Human Resources.

Obtained client metrics and served as a primary contact for project managers converting

companies such as ADP, Paychex, Interpay and Quick Books to the Ceridian system.

Member of the Ceridian Small Business Pro-Active Team where Sales Managers discussed

in an open forum different ways to provide better service efficient transitions.

Resolved escalated issues and provided clarification rather than answers to less experienced

consultants.

Consulted daily with numerous sales representatives nationwide to assist in creating a

positive relationship with potential clients which produced a 95% conversion rate.

Assistant Supervisor

Prioritize workload to ensure timely in alignment department objectives.

Reviewed and prepared quarter/year end reports, Amended tax returns and W2 for.

Identified issues that cause tax out of balance conditions, and resolve quarter end

discrepancies.

Motivated the entire department to consistently maintain above average service level

agreements in the areas of customer satisfaction, initial response and resolution.

Successfully conducted training classes and supported a seven-member team of customer

service representatives.

Generated audit reports and presented weekly service system levels to the management

team.

Paychex, Inc

Executive Client/Payroll Support Staff 5/93 -

4/98

Provided third level escalation issues while keeping managers updated of complicated

inquires.

Resolved issues including payroll taxes, and employee issues for billing and delivery service.

Education:

DeVry Technical Institute

Associate Degree in Electronics

North Carolina Department of Insurance

Licensed NC Life Agent

Licensed Accident and Health or Sickness Agent

NC Property Agent, NC Casualty Agent

Linden High

Business Administration Diploma

Training:

Professional Development (Ceridian workshops)

Ceridian Professional Finance Development

Supervisor Leadership Training, Six Sigma Awareness Training, Understanding Legal

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